This individual will act as a first point of contact for our clients while supporting the Customer Support team with special projects. Your day-to-day will be focused on daily management and organization of product tools such as Confluence, Jira,Talkdesk, and Salesforce.  We are looking for a highly organized team player and natural problem solver willing to wear multiple hats on a daily basis.

  • Act as the first point of contact for general client inquiries through phone and email inbound
  • Drive product value by maintaining internal team tools such as creating/updating documentation, general daily maintenance and whatever else will help our clients and our team succeed
  • Ensure timeliness and smooth processing of Customer Support team workflows
  • Drive exceptional standards for Customer Support operations to ensure customer needs are operating efficiently
  • Support collaborative communication with cross-functional teams

The Team

Customer Success makes sure that our customers have a great user experience.  We are a high-energy group and work closely with the departments in Customer Operations.  The company relies on us to maintain customer satisfaction and high retention rate.


  • 1+ years experience in project management, customer care
  • Experience in Finance or technology industries desirable
  • Results-driven with exemplary phone, listening, and writing skills
  • Experience with customer support platforms and CRMs (Talkdesk, Salesforce, Zendesk)
  • Adaptable with the ability to pick up new technologies, assess situations quickly, and look for smarter, better ways to achieve goals
  • Creative and analytical problem-solving skills
  • Demonstrated strong verbal and written communication skills
  • Flexible – we’re moving fast, so the ability to constantly adapt to new conditions is a must
  • Enthusiastic and high energy, but also poised, confident and extremely professional
  • Bachelor’s degree preferred or equivalent field-related experience
  • Ability to pass background and credit check for employment

More About Guideline

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Offer Package 

The expected Salary Range for this position is $65,000 annually. Compensation is determined by numerous factors such as your qualifications, experience, and work location.

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